Toolbox

Our Toolbox complements our Alternative Investment Standards and improves industry outcomes through additional guidance, education, or standardisation for the alternative investment industry.

Our Toolbox memos result from collaboration within our Working Groups. The guidance has been developed with input from both allocators and asset managers ensuring they are practical for the industry.

These Toolbox memos are practical guidance only and do not form part of the comply or explain approach to the Alternative Investment Standards. If you have any questions on our Toolbox items or would like to provide input, please contact [email protected].

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Administrator Transparency Reporting (ATR)

Administrator Transparency Reports (ATR) provide independent confirmation of fund assets and liabilities, pricing sources, and counterparty exposures.

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Alternative Credit

Alternative Credit investments continue to increase in relevance and have their own unique considerations.

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Alternative Risk Premia

Alternative Risk Premia products require specialised due diligence.

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Big Data

Big data, artificial intelligence, and machine learning continues to attract attention but requires careful scrutiny.

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China

Investment in China, through onshore and offshore managers, is increasingly becoming of interest to global allocators.

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Co-Investments

Co-Investments are increasing in popularity but governance and compliance challenges need to be carefully managed.

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Crypto Assets

Crypto assets are starting to appear in more traditional hedge fund strategies as well as dedicated crypto funds

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Culture & Diversity

Diversity is required to maintain a thriving and dynamic industry, and inclusive cultures are required to achieve this.

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Cyber Security

Cybercrime is an ever increasing and evolving threat to organisations of all sizes.

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Governance

Governance is at the heart of our mission at the SBAI.

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Insurance-Linked Funds (ILS Funds)

Valuation and risk reporting in Insurance Linked Strategies (ILS) have become areas of heightened scrutiny from investors.

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Japan

Japan continues it efforts to open its financial system to an international audience, but nuances remain.

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Open Protocol

Open Protocol Templates standardise the collection and collation of risk information for alternative investment funds.

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Responsible Investment

Practical implementation of Responsible Investment in alternative investment strategies is a growing area of interest.

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SPARK

SPARK – Our Programme for Small and Emerging Managers

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Standard Total Expense Ratio (STER)

A single, standardised expense ratio allows comparison and monitoring of fees and expenses across different funds.